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United Financial Planning Group’s McKesson MCK Stock Holding History

United Financial Planning Group’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.07K Hold
12
– – ﹤0.01% 261
2026
Q1 		$10.4K Buy
12
+10
+500% +$8.93K 0.01% 207
2025
Q4 		$1.64K Buy
+2
New +$1.63K ﹤0.01% 340

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

United Financial Planning Group's MCK Position: Q2 2026 in Review

United Financial Planning Group held its McKesson (MCK) position steady in Q2 2026 at 12 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

United Financial Planning Group first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.4K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • United Financial Planning Group held 12 shares of McKesson worth $9.07K as of Q2 2026.
  • United Financial Planning Group left its McKesson share count unchanged in Q2 2026.
  • McKesson made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #261 holding.
  • United Financial Planning Group first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's McKesson position peaked at $10.4K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.